Pogaduchy przy porannej kawie

[Esco]

Mocno mi śmierdzi cała obecna sytuacja.

Temat unii bankowej się rozwija.
Wczoraj przez cały dzień 18 newsów z taka frazą dziś ponad 50.

Saxo straszy podwyższeniem depozytów a tymczasem rynek rośnie na crossach uważanych za wyznaczniki ryzyka. Nawet nasz PLN zyskuje.

Czyżby to wszystko miało zostać sprzedane do końca tygodnia?
A może Niemcy wyskoczą z Wunderwaffe?

[259]

Niemcy stoją twardo na swoim: Nein, Nein Nein
Dobrze, że przynajmniej z Ruskimi nie przegraliśmy ale to chyba tylko dlatego, że nasi widzieli pryncypała prezydenta na trybunie, a wiesz, nie należy wkurzać chlebodawcy, jeszcze jakiś podatek wynajdzie....

A propos Niemców - bardzo wymowne (w sensie liczb):
http://www.forexlive.com/blog/2012/06/1 ... -to-mount/

[259]

ForexLive North American Wrap: G20 To The Rescue
By Adam Button || June 12, 2012 at 20:17 GMT
|| 0 comments || Add comment
Mexico’s Calderon: G20 to seek to adopt a plan to resolve European debt crisis
Spanish 10-year yields touch 6.85%, Italy 6.30%
German official: G20 to discuss boosting IMF quotas, global firewall
Merkel: there must be conditions for Spain
NIESR: UK grow 0.1% in quarter through May
Fitch downgrades 18 Spanish banks
ECB sees possible further 15% decline in Spanish property market
Greek budget gap widens 4.5% versus a year ago
Cyprus: No decision has been taken to enter a financial support mechanism
US import price index -0.3% y/y vs -0.6% y/y exp
NZD leads, JPY lags
S&P 500 gains 1.2% to 1324
The rout on Spanish and Italian bonds continued but broader markets were able to disconnect and risk assets made gains on QE3 and bailout speculation. The euro briefly fell below 1.2450 but recovered back to 1.2511 in relatively quiet trading.
USD/JPY was uninspiring in a 79.61/36 range, climbing after the European close.
Cable neared the highest levels of the month at 1.5584 as EUR/GBP slumped. The gains came despite dovish comments from the BOE’s Tucker.
The commodity bloc was buoyant with the Australian dollar catching a late bid to 0.9962 with US stocks closing at the highs.

Brzmi to nieco tajemniczo: o jakie plotki dotyczące QE3 i następnej liny ratunkowej chodzi? Chyba chodzi to pierwsze zdanie, że Meksyk "pracuje" nad Obamą, aby sypnął groszem i zasypał dziurę w Europie poprzez IMF podczas zbliżającego się spotkania G20:
http://www.seattlepi.com/news/article/M ... 628081.php
Brzmi to nieco naciąganie - o ile dobrze sobie przypominam, spotkania od G7 do 20 nigdy nie przyniosły żadnego przełomu, a co dopiero rozwiązania. Ale rynek może to wiązać z tym, że tuba propagandowa Obamy obwinia za wszystko złe tych nieroztropnych Europejczyków. Więc jak "uda się z nimi zrobić porządek" czyli QEx, ziemia zamieni się w Eden... Jakoś nikt tego nigdy nie kupił.

Ale… jak nie wiadomo o co chodzi to chodzi o pieniądze. Autor tego tekstu zarabia na pisaniu więc musi jakoś spróbować wyjaśnić świat nawet jak nie ma pojęcia bo za to dostaje pieniądze ;-)

[Esco]

NZD leads, JPY lags

Jutro 23:00 stopy.

DJ MARKET TALK: NZD/USD Gains, RBNZ To Add To NZD Interest - ANZ
12-cze-2012
2003 GMT [Dow Jones] The Kiwi is leading a risk rally higher, and Thursday's Reserve Bank of New Zealand monetary policy statement and official cash rate review should see further interest in the NZD, says ANZ Senior Dealer Alex Sinton in a morning report. The NZD/USD is at 0.7768 versus 0.7722 late Tuesday in New Zealand. Sinton notes the Kiwi is gaining early after sentiment was more positive in equity markets overnight, with Europe and now the U.S. trading in positive territory. He says any attempts toward the topside will be assisted by global demand and "news that China may cut import tariffs on meat and dairy products (amongst others) to meet rising demand are likely to assist the general acceptance of a relatively better NZD landscape." He says support should hold at 0.7715, with resistance at 0.7815.

DJ MARKET TALK: NZD/USD Supported By NZD/EUR, NZD/AUD Demand -BNZ
12-cze-2012
2110 GMT Solid overnight demand for NZD/EUR and NZD/AUD has lifted NZD/USD back up to Monday's high of 0.7770 "even as European sentiment remained firmly in the doldrums," says BNZ FX Strategist Mike Jones in a morning report. Pair at 0.7773. NZD/AUD at 0.7806 and "fair-value is now seen in a 0.7850-0.8050 range, supporting our view the cross is poised to move higher," Jones says. He notes overnight modest gains across equity markets and commodities helped the Kiwi, and NZD/EUR continued its slow recovery from May's 0.5900 low, climbing above 0.6200 for the first time since April. NZD/EUR at 0.6216. With domestic calendar quiet ahead of Thursday's Reserve Bank of New Zealand rate decision, NZD/USD "consolidation in the familiar 0.7680-0.7800 range is likely in the short-term," Jones says. (rebecca.howard@wsj.com)

[_/_/Dariusz_/_/]

Ed Seykota ma uniwersalne powiedzonka :

Fragment wywiadu z Market Wizards:

What are the elements of good trading?The elements of good trading are: (1) cutting losses, (2) cutting losses, and (3) cutting losses. If you can follow these three rules, you may have a chance.

What are the most important advice you can give the average trader?That he should find a superior trader to do his trading for him, and then go find something he really loves to do.

How similar are the price patterns in different markets?Common patterns transcend individual market behavior. For example, bond prices have a lot in common with the way cockroaches crawl up and down a wall. Unfortunately for cockroach followers, there is usually no one around to take the other side of a trade.

Does the stock market behave differently from ohter markets?The stock market behaves differently from all other markets and it also behaves differently from the stock market.

How much of a role does luck play in trading success?Luck plays an enormous role in trading success. Some people were lucky enough to be born smart, while others were even smarter and got born lukcy.

What can a losing trader do to transform himself into a winning trader?A losing trader can do little to transform himself into a winning trader. A losing trader is not going to want to transform himself. That's the kind of thing winning traders do.

Nie żeby to był jakiś mój guru, ale można poczytać ;-)
-------------------------------------------------------------------------------
AUDUSD ciekawy poziom

Pewnie się zaczaję .....

[259]

_/_/Dariusz_/_/

[Stforex]

Wygląda, że EUR będzie skupowane w tym tygodniu.

Co może stać się gorszego niż do tej pory?

[Esco]

Witam

EURO-DOLLAR: Nudging higher in early European dealing, the rate moving
above $1.2510 and looking set to challenge the overnight high at
$1.2517. Asian traders noted decent offers emerging above $1.2515
overnight, suggested to be front running larger option linked sell
interest placed from above $1.2520. Macro sell interest noted above
$1.2540.

EDIT:

Dużo w ttm tygodniu wypowiedzi o nadmiarze ropy na rynku.

[259]

Wygląda, że EUR będzie skupowane w tym tygodniu.

Co może stać się gorszego niż do tej pory?

Dzień dobry
Co gorszego niż do tej pory? Niż cały Eurogeddon? Że Kangur się gładko wybije ponad parytet bez żadnej korekty i szlag mi trafi ten sell ;-)
Właściwie to on już i tak jest do spisania na straty, trzeba było go wywalić jak rozminął się z TP... jedyne na co liczę to mniejsza strata lub może nawet B/E ale to daleko przy takim ciśnieniu w górę - 0.9907

[Stforex]

Dzień dobry wszystkim!

Zaraz Londek startuje.

FRANCE: The French government is in the process of revising its growth forecasts for next year after a weak start to 2012, the WSJ reports, without speculating on any revised numbers

IRELAND: Ireland is tto begin issuing short-term bonds as early as next month, the Irish Times reports. The paper ays the latest Troika review will state that the Irish authorities plan to re-enter the T-bill market - market conditions permitting - by issuing around E1 billion over multiple tranches.

BUNDS: German 10-year Bund hits 1.50% yield level -- highest since May 11.

STOCKS: Major European bourses are initially seen trading higher Wednesday, extending their modest gains from the previous session.

The Dow Jones Industrial Average turned higher shortly before the European cash equity markets closed and continued to extend higher after by around an additional 50 point to end the session 1.31% higher at 12,573.80.

Asian markets maintained a reasonably stable risk tone, with Japan's Nikkei 225 Index ending the session higher 0.60% at 8,587.84

-- FTSE-100 is currently seen opening 18 points higher, around 5488-5494

-- Dax is currently seen opening 26 points higher, around 6184-6190

-- CAC-40 is currently seen opening 17 points higher, around 3060-3066

-- Stoxx 50 is currently seen opening 11 point higher, around 2151-2157

EDIT: 259
Też jestem w sell, bo system mówił wczoraj sell. Co będzie dzisiaj? Trudno zgadywać. USDX daje mocne sygnały sell, ale ma jeszcze ciut miejsca w górę.

[dodany załącznik]